Vacancy: Private Client Manager - Birmingham

Vacancy: Private Client Manager - Birmingham

An exciting opportunity has arisen for a Private Client Manager to join our well-established team. Your main responsibility will be to plan, assist, coordinate and deliver tax advisory services to existing and new clients. You will need to build your own portfolio of Private Clients for whom you will act as their primary Relationship Manager.

The successful candidate will be supporting the Private Client Partner in delivering the highest standard of service and managing our Client’s expectations at all times.

Dains is a regional firm of accountants & business advisers specialising in growing owner managed businesses in the Midlands. Our primary offices are in Birmingham, Burton on Trent, Derby, Lichfield, Rugeley and Stoke on Trent. Our services include accountancy, audit, business recovery, forensic accounting, insolvency, corporate finance and tax advice.

This role will be based in our Birmingham office but travel to other offices will be required.

Key responsibilities:

Manage the delivery of both compliance and advisory assignments to your client portfolio

Assist the Private Client Tax Partner as necessary in the overall management of the Private Client department

Build and continue to build sound professional relationships with clients

Maintain ongoing communication with clients throughout the year

Respond to client concerns promptly in an effective and professional manner

Cross sells Dains services at all opportunities

Demonstrate a pro-active approach in providing professional services to clients

Be pro-active in proposing solutions to clients

Attend client service reviews and works with the team to identify improvements and opportunities

Demonstrate good listening and questioning skills in dealing with clients

Contribute to client understanding at meetings, presentations and interviews

Assist the Partners in preparing the annual budget for the Private Client department and in the monitoring of budgets and WIP on an ongoing basis

Have an overall responsibility for the management of WIP on your client portfolio

Ensure that maximum recoveries are achieved, agreeing in advance additional fees with clients where additional work is carried out

Be a pro-active member of the division’s management group, embracing specific tasks to move the division forward

Have an active involvement in relevant networking events

Identify and refer opportunities for other departments within Dains

Identify potential business development opportunities

Be active in the production of client proposals

Formulate the overall marketing strategy for the department

Initiates and develops business contacts

Technical Skills / Knowledge:

CTA qualified

Ability to use/learn software and systems operated by the company as appropriate (eg Caseware, CorTax, MYOB AE Central, Singleview*)

To have a good understanding of relevant Microsoft Office software, eg Outlook, Word, Excel and any other packages relevant to the role

You may from time to time be required to attend courses (internal and external) to aid you in the capacity

Contact Us

Registered office: The registered office is St. Johns Court, Wiltell Road, Lichfield, Staffordshire, WS14 9DS. Dains is a trading name of Dains LLP.

Legal Information

Dains LLP is a limited liability partnership registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001528129 and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales, number OC331125.